The analyst started new long positions in GLW and HIMX, averaged up on AEHR, AAOI, and NBIS, and sold about 30% of PLTR and trimmed TSEM to fund these buys.
Used dips to start and add to positions; sold part of PLTR and trimmed TSEM to fund new buys; no issues with Tower but reallocating capital.
@gregory_FTA Yes! https://t.co/96D2li6bHh
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | -9.9% | -11.0% |
| 1 month | +7.0% | +7.8% |
| 3 months | — | — |
| 6 months | — | — |